+2,059.0%
EVRG vs IONS
+163.5%
+1,895.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +2.5% | -29.4% | +31.9% | +4.2% |
| 30D | +8.4% | -35.1% | +43.5% | +10.7% |
| 3M | +8.6% | -48.9% | +57.5% | +12.2% |
| 6M | +7.7% | -62.4% | +70.1% | +12.8% |
| YTD | +25.0% | -64.2% | +89.1% | +31.2% |
| 1Y | +18.7% | -60.9% | +79.6% | +24.0% |
| 3Y | +102.1% | -38.9% | +141.0% | +103.9% |
| 5Y | +66.8% | -15.6% | +82.4% | +64.0% |
| 10Y | +123.5% | -33.5% | +156.9% | +118.0% |
| All | +2,059.0% | +163.5% | +1,895.5% | +1,690.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling